Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.5M | 10.1B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.9M | 6.4B | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 2.5M | 5.7B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.2M | 5.0B | 0.7% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Jan 31, 2026 | 1.7M | 3.9B | 0.6% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 1.3M | 2.9B | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 1.2M | 2.6B | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.0M | 2.3B | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 1.0M | 2.3B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 678.8K | 1.5B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.